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Responsible for
o Conducting training for Agent Advisors
o Updation of training modules
o Agent development
Key Roles & Responsibilities:
Conduct training modules for Agent Advisors
o Conducting FCS, BCS , and ICS
o Conducting GID’s and IID’s
o Conducting PRP and FOD as and when required
Look after training logistics
o Schedule training sessions
o Ensure wider participation of agents in programs
Monitor progress of agents on a continuous basis
o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner
o Ensure that agents follow moral and ethical standards when dealing with clients
o Monitor Agent development
Update training material
o Review present training material
o Scan environment
o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs
Ensure that the agents get updated and continuous information on Max Life products
Facilitate self development of agents
MEASURES OF SUCCESS:
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